Goldman Sachs is causing waves this morning among short selling circles after initiating coverage on two battleground LED stocks with "Buy" ratings.
The firm initiated both Cree, Inc. (
Overall on the group, Goldman sees adoption of general lighting as a multi-decade opportunity which paves the next phase of growth for the industry.
"We believe we are now on the cusp of the next phase of LED adoption, which will
be driven by general lighting," the analyst said. Lighting is only 2%-3% penetrated today, the firm notes, but has a total addressable market that is more than double that of all other LED end markets combined.
Specifically on Cree, the firm sees the company as a "structural winner." The firm cited the company's superior technology drives better leverage to lighting versus scale-driven, commoditized rivals. Goldman also said margins are underappreciated by the Street. The firm set a $40 price target on CREE, suggesting 36% upside.
Specifically on Universal Display, the firm said as the "new LED," the OLED market is entering its first adoption cycle. They see the company's IP-centric model resulting in a dominant technology advantage and high returns. The firm set a $68 price target on PANL, suggesting 29% upside.
Goldman also picked up coverage on Rubicon Technology (Nasdaq: RBCN) with a Sell rating and $8 price target and Veeco Instruments (Nasdaq: VECO) with a Netural and $28 price target.
Monday, November 21, 2011
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最畅销的几款平板电脑都用什么音频技术？
SRS 实验室近日宣布已经成功定位为提供给全球媒体平板产品制造厂商先进的音频和语音后处理技术的领导品牌。在最畅销的前十名媒体平板中就有六款采用SRS创新技术。
SRS 实验室市场营销部资深副总裁Allen H. Gharapetian表示：“由于媒体平板需要方便携带的特性，对产品重量和设计有所限制，因此在音频功能的处理上比笔记本电脑更具挑战性。特别是众多以娱乐功能为主的应用程序，要求能够在移动产品上传递卓越的、高清品质的音频及视频功能。SRS实验室拥有丰富的知识及经验，能够应对电子产品上的音频及语音处理的挑战。媒体平板市场为我们提供了大好的机会，让我们能够将领先业界的创新技术应用于媒体平板产品以提升其音频表现。预计今年将有超过六千万台的媒体平板进入市场，我们也预期能够更深入地渗透这个迅速成长的市场。”
最新报告显示，84%的消费者认为音频功能是选购媒体平板时的重要考量因素。产业调查分析公司Strategy Analytics也指出，今年媒体平板的全球销售量将增长235%，其中安卓系统的媒体平板占目前总销售量的30%。预期整体市场将继续迅速成长，于2015年达到一亿六千万台的纪录。
媒体平板的成长意味着SRS大幅扩展的机会。目前全球前十名畅销媒体平板中有六款搭载SRS先进的音频及与语音处理技术，包括Samsung Galaxy Tab 七吋智能平板、HTC FLYER、Toshiba THRiVE、Vizio平板、ASUS EeePad Transformer和ViewSonic ViewPad4。此外，SRS也是唯一公开提供针对安卓系统专门设计、符合Khronos OpenSL ES 1.1音频标准的音频技术套件的公司。
SRS在平板市场的成长趋势以及当前及将要被采用的多款产品技术，确立了SRS为该市场音频解决方案的决定性选择。